December 20, 2018
- Managing Director, Generation Next, TD Ameritrade Institutional
When you do work that matters, in a way that reveals your values, you’re sending a message to everyone around you.
As we’ve seen over the past few years, the values of a firm and its leaders can no longer be a secret. Or separate. They are intertwined with the firm’s brand. And while scary, that can be a good thing.
We see many advisory firms weaving their values into the fabric of how they do what they do. The leaders of these firms are shaping the culture they themselves want to be part of. And the best thing? They’re not alone. Potential hires — even prospective clients — often end up thinking: “Hey, I want to be part of that.” What your firm stands for, the kind of social capital you bank, matters more than ever — especially with the next generation of hires and clients.